[Vtigercrm-developers] Selling Subscription Services

[Alan Lord (News)]

On 21/03/12 22:14, Sreenivas Kanumuru wrote:
>
> You are right. Service Contract might be too heavy for just tracking a
> couple of fields (start and end date). But, if you want to track more
> details about the service (example, tickets or tasks related to the
> service) then creating a Contract might be better.

That makes sense, as long as the Contract's relation to the Sale Order 
can be readily "discovered" by the users.

>     Personally, I think the "right" way would be to provide the admin user a
>     way to be able to choose some number of custom fields (of whatever type)
>     they have added to a product/service module to be displayed *in* the
>     line item block of the Quote/SO/PO/Invoice etc... (I'm visualising this
>     in the same way the description box is presented now.

Of course, I should have said here it might be that the user wants to 
use one or more fields (they might be custom or standard ones). It 
shouldn't be just for custom fields.

> This is nice feature to have (show custom fields in line items). We are
> beginning work on major UI changes which we hope to release as part of
> vtiger 6 in July/Aug timeframe. We'll review to see if this feature can
> be included as part of the release.

Thanks and that is interesting.

Unfortunately we have a go live date for a new customer at the end of 
June so we will need to do something to resolve this before then. How do 
you suggest we approach this? It doesn't seem to be something we can 
achieve through vtlib so we'll probably need to modify core code to add 
support for subscription sales.

> We'll share more details on the vtiger 6 plans in April, after the 5.4
> is released.

I look forward to reading about it!

Thanks

Alan


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Libertus Solutions
http://www.libertus.co.uk